A complete list of active advisors currently associated with Intellectus Partners, LLC

Warmer can help you find a great advisor at Intellectus Partners, LLC or one who fits your needs even better.

Intellectus Partners provides wealth management, investment consulting, financial planning and portfolio management to high‑net‑worth individuals, trusts, estates and private funds. The firm offers both discretionary and non‑discretionary services, wealth coaching, and may implement strategies through unaffiliated independent managers or a TAMP relationship. The firm blends fundamental analysis with proprietary quantitative algorithms and alternative data sets, and generally pursues a long‑term orientation while executing shorter‑term trades for rebalancing or client needs. Its investment toolkit, as disclosed in the brochure, can include ETFs, mutual funds, privately placed securities, cryptocurrency exposure, options and margin borrowing in separately managed accounts. Intellectus is also the manager and adviser for affiliated pooled Series Funds and discloses that it receives structuring/management fees and profit allocations, and that it charges performance‑based compensation on certain accounts or vehicles — a combination that distinguishes it from many team firms. With about $1.57 billion in assets managed across six advisors and relatively high account minimums, the firm’s client mix and private‑fund activity reflect a concentrated focus on wealthier and pooled‑vehicle clients rather than lower‑net‑worth retail accounts.

To learn more about the advisors currently working at Intellectus Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.